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Best financial advisors in Appleton, MN

Registered advisers within 25 miles of Appleton, MN.

Offices
15
Firms
7
Combined AUM
$2.77T
Firm-wide filings, not assets booked only here
Clients
471K
470,834 clients when Item 5C has a number
Avg / client
$5.89M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
ONEASCENT FINANCIAL SERVICES LLC
ENCORE WEALTH ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Jaden Robb Schwendemann
Jason Dehne
Nathaniel C Copeland
PHYLLIS MAE ANDERSON
KELLY ORLAN COOPER
Tallack Irving Dosdall
WAYNE ORVIN GRUNKLEE
SPENCER REED HUGGETT
MATTHEW ROBERT DORWEILER
Tamela Jean Sperr
TIMOTHY JOHN SCHAEFER
Kent Freeman Swenson
Anthony Robert Harris
HOLLY CHRISTINE GIESE
SCOTT D MUNDAL
Kathryn JoAnn Miller
Brennan Thompson
Aaron Marvin Jaenisch
James Bulman
Matthew Davis

Within 25 miles of Appleton, MN, Best Investors lists 7 registered investment advisory firms with 15 offices nearby, managing about $2.77T in combined regulatory AUM across 470,834 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Appleton

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 6 ONEASCENT FINANCIAL SERVICES LLC 15 clients · 82 advisers $3.54B AUM 7 ENCORE WEALTH ADVISORS 1 advisers $122M AUM